SAGEOAK FINANCIAL, LLC
CRD #166927 SEC #801-122855 TULSA, OK (918) 627-3700
SEC Registered
Total AUM
$143.9M
Discretionary
$143.9M
Employees
3
Clients
51
Accounts
655
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| Ellis, Steven, Wayne | I | PRINCIPAL & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| RICKNER, STAN, RAY | I | PRESIDENT & FINANCIAL ADVISOR | C | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
| GRAY, TYLER, ALLEN | I | MANAGING DIRECTOR, FINANCIAL ADVISOR, CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Feb 24, 2025 REGISTERED
Notice Filings (5)
GA LA NE OK TX
Address
6964 S. 69TH EAST AVE.TULSA, OK 74133-1738
United States
Phone: (918) 627-3700